POLEN CAPITAL MANAGEMENT LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings91 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 1.4M | $4.7B | 9.2% | $160.71 | +3.48% | 5 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $4.1B | 8.1% | $59.21 | +139.12% | 14 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 6.7M | $3B | 5.9% | $313.85 | +45.17% | 14 qtrssince 2018-Q4 | Increased 75 |
MICROSOFT CORP | 9.8M | $3B | 5.9% | $120.26 | +153.05% | 14 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 13.2M | $2.9B | 5.7% | $182.59 | +23.92% | 14 qtrssince 2018-Q4 | Increased 76 |
VISA INC-CLASS A SHARES | 13M | $2.9B | 5.6% | $159.05 | +34.71% | 14 qtrssince 2018-Q4 | Increased 70 |
MASTERCARD INC - A | 7.9M | $2.8B | 5.5% | $261.89 | +35.09% | 14 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 22.4M | $2.7B | 5.2% | $79.63 | +35.85% | 11 qtrssince 2019-Q3 | Decreased 0 |
AIRBNB INC-CLASS A | 13M | $2.2B | 4.3% | $168.65 | +1.84% | 3 qtrssince 2021-Q3 | Increased 74 |
SALESFORCE.COM INC | 10.1M | $2.1B | 4.2% | $177.98 | +19.31% | 10 qtrssince 2019-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 6M | $2B | 3.9% | $150.14 | +107.92% | 14 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 3.8M | $1.9B | 3.7% | $290.60 | +68.01% | 7 qtrssince 2020-Q3 | Decreased 0 |
NETFLIX INC | 5M | $1.9B | 3.7% | $45.75 | -16.61% | 5 qtrssince 2021-Q1 | Increased 91 |
AUTODESK INC | 8.7M | $1.9B | 3.6% | $211.87 | +4.31% | 9 qtrssince 2020-Q1 | Increased 69 |
SERVICENOW INC | 3.2M | $1.8B | 3.5% | $66.01 | +73.91% | 10 qtrssince 2019-Q4 | Increased 60 |
PAYPAL HOLDINGS INC | 12.9M | $1.5B | 2.9% | $123.43 | -4.22% | 13 qtrssince 2019-Q1 | Increased 82 |
ZOETIS INC | 6.7M | $1.3B | 2.5% | $97.35 | +83.64% | 14 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 8.3M | $1.1B | 2.2% | $79.30 | +64.29% | 14 qtrssince 2018-Q4 | Increased 55 |
INTUITIVE SURGICAL INC | 3.6M | $1.1B | 2.1% | $321.62 | -5.34% | 7 qtrssince 2020-Q3 | Increased 57 |
GARTNER INC | 3.4M | $1B | 2.0% | $131.95 | +128.53% | 14 qtrssince 2018-Q4 | Decreased 0 |
POLEN CAPITAL MANAGEMENT LLC manages $51.3B across 91 positions as of Q1 2022. Top holdings: AMZN (9.2%), GOOG (8.1%), ADBE (5.9%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 6 new positions, 7 exits, 37 increased. Top move: NFLX (INCREASED, conviction 91). Portfolio: $51.3B across 91 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer